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Opal Financial's Investment Trends Summit

Investment Trends Summit

September 28-30, 2015
Four Seasons, The Biltmore, Santa Barbara, CA
Add The Investment Trends Summit To Your Outlook Calendar
Register Now for the Investment Trends Summit
(Agenda current as of 9-23-15)
  Conference Details:

This year's Investment Trends Summit is implementing additional networking components which will encourage education and deal flow. Combining thought provoking panels and one-on-one meetings, attendees can expect to discuss various investment opportunities that have promising outlooks for the years ahead. The event will also offer unique networking opportunities and the beautiful sights Santa Barbara has to offer.

We have designed this Investment Trends conference to meet the needs of money managers, pension fund managers, pension fund officers, trustees, and family office executives who prefer smaller, more structured programs. The decision to limit the size of the summit opens the event as a casual and intimate environment perfect for both networking and our innovative one-on-one meetings.

  Topics to be discussed:
  • Investment styles & Strategies: What Should Investors be looking out for?
  • Challenges Investors are Facing
  • Absolute Returns: The Role of Hedge Funds What Asset Allocation Strategies work best?
  • Exciting opportunities in Co Investing The Emergence of the: "Manager of Managers" Model of Consultant/Investment Management in Public Pension Plans Trends in Real Estate Investing Globally Real Asset Manager Selection Alternative Investing
"I would recommend Opal Conferences to all Public Fund Trustees . Education is the key to our success in maintaining positive returns in a volatile market."
- -Gerald Garret, Trustee, Oklahoma Firefighters Pension & Retirement System
More Testimonials
  Past Industry Representation:

Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers

Chart II: Institutional Investors/Consultants

  Hotel Info:
Four Seasons Resort The Biltmore Santa Barbara
1260 Channel Drive
Santa Barbara, CA 93108
We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins.
Higher rates apply for Saturday, September 26th and Sunday, September 27th. Please contact Lissette Acosta at 212.532.9898 ext.191 or lacosta@opalgroup.net for additional rate information.
Online Hotel Reservation
  • Rooms are available only to those participants who are registered conference attendees.
  • Rooms will not be guaranteed without a credit card.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • The name on the form will be the name of the guest room.
  Conference Registration Prices:

Standard Rate

Asset Managers & Service Providers $2,495
*** Family Offices (Single/Multi), Endowment, and Foundation (subject to qualification) Complimentary
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant Complimentary
Registration price reflects $100 online discount
Register Now for the Investment Trends Summit
*** These include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

Subject to Opal Financial Group's approval. Eligibility will be verified.
  Sponsorship, Exhibition & Speaking Opportunities
+1 212-532-9898 x 0
Email: info@opalgroup.net
  Executive Sponsors:

Rockspring CapitalRPost

  General Sponsors:
Crescent Bay HoldingsHardy Development Company LibreMax CapitalNasdaqNorthern Trust Asset Management Sadis & Goldberg, LLPShinnecock PartnersSYFOGLOMAD Thomas White International, Ltd.Tortoise Capital AdvisorsUrban Southwest Capital LLC
  Supporting Partner:
  Supporting Organization:
  Media Partners:
2n20 Alhuda CIBE Alpha Journal AssetMan ATMonitor AssetMan AssetMan Hedge Fund Search BloombergBRIEF Business Portals Business Potals Clear Path Analysis CVCA CIJ Journal Eurekahedge Events in America Executive Global Focus Economics Global Banking & Finance Review (GBAF) Global Risk Community GRCBlueBook Hedge Connection Hedge Fund Alert Islamic Economics International Alternative Investment Review (IAIR) IFC ReviewIntegriDATA Investor's Business Daily Investor’s Business Daily LatinNews The Soho Loft HedgeCo Leebug Markets and Markets MicroCapital PitchBook The Soho Loft Technology Networks Treasury Management International True Banking Magazine VC Experts The Soho Loft
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